Help. Noob. Be gentle. Open to any suggestions. Apologies in advance if I phrase something poorly.
- I am using default sales accounts module.
- I created a new module called Firm Certs
- The Accounts “Name” is the same as the Firm Certs Name
- The Firm Certs are imported from a .csv with the columns of “Name, Cert Num, Desc”
- Every firm can have at least 1 cert. Every firm can have multiple certs
- After I created the new Firm Certs, I created a many to many relationship in the studio on the accounts relationships.
- I now have the sub panel showing on an account when I drill down.
8 . I DO NOT have a the certs that are associated with a firm.
Please help.
Thanks,
Matt